Create a Ramp Deal

Knowledge Center > Subscriptions > Orders > Orders Tutorials > Create a Ramp Deal

Create a Ramp Deal

The migration to full Orders is in Limited Availability. We are actively soliciting feedback from a small set of early adopters before releasing as generally available.

This tutorial demonstrates how to create a ramp deal by creating an order.

A ramp deal is a set of time-based periods where products or pricing can change. In this tutorial you will subscribe a customer to a product for 3 years, starting today. At the beginning of the second year, the price will change to $1,200. At the beginning of the third year, the price will change to $1,400. You will specify the price changes in the order using product updates.

In this tutorial, you will set the following dates to today's date:

  • The date when the order is signed
  • The contract effective date of the subscription
  • The service activation date of the subscription
  • The customer acceptance date of the subscription
  • The start date of the first term of the subscription

Use the Zuora Application

To create a ramp deal by creating an order in the Zuora application:

  1. Navigate to Customers > Orders.

    The Orders page opens.

  2. Click the CreateOrderIcon.png icon at the top right:

    CreateOrder.png

    The Create New Order page opens.

  3. In the Account field, enter the name of the account that will own the order.

    By default, the account that owns the order will also own the subscription.

  4. In the Order Date field, enter the order date you are to assign to the order.

  5. Click Create New Subscription.

  6. In the Create New Subscription page:

    1. Enter "36" in the Initial Term field and "12" in the Renewal Term field.

    2. Specify Contract Effective Date, Service Activation Date, and Customer Acceptance Date as today's date. See Billing Trigger Dates for more information.

  7. Click Continue.

  8. In the Products and Charges area, search for the name of a product, then click the ">" next to the product, and then click Add to select a rate plan:

    ProductAndCharges.png

  9. Click Add Product at the bottom of the page.

  10. Click Continue.

  11. Click the OptionIcon.png icon next to the same product, then click Update Product.

  12. Specify Contract Effective Date, Service Activation Date, and Customer Acceptance Date as the beginning date of the second year.

  13. Change the PRICE to 1200.

  14. Click Continue.

  15. Click the OptionIcon.png icon next to the product again, then click Update Product.

  16. Specify Contract Effective Date, Service Activation Date, and Customer Acceptance Date as the beginning date of the third year.

  17. Change the PRICE to 1400.

  18. Click Continue.

  19. Click the Order Actions tab to view and confirm the three ramp periods and the corresponding triggering dates.

  20. Click Activate to activate the subscription.

Use the REST API

You can use the "Create and activate order" operation to create a ramp deal.

Prior to the Orders feature being enabled, you would have used:

  • the "Create subscription", "Subscribe", or "Create account" operation; then
  • the "Update subscription", "Amend", or "CRUD: Create amendment" operation.

To create a ramp deal by creating an order:

  1. Determine the values of the following variables:

    Variable Description
    $AccountNum The number of the account that will own the order and the subscription. For example, A00000001.
    $ProductRPId The ID of the product rate plan to subscribe to. For example, 2c92c0f85e5019d7015e513826e650f7.
    $ProductRPChargeId The ID of the product rate plan charge to use when subscribing to the product rate plan. For example, 2c92c0f85e5019d7015e5138b0395347.
    $Today Today's date. For example, 2017-09-30.
    $YearTwo The start of the second year of the ramp deal. For example, 2018-09-30.
    $YearThree The start of the third year of the ramp deal. For example, 2019-09-30.

    You will also need to provide two unique tokens for use in the API call. In the CreateSubscription order action you will assign the unique tokens to the rate plan and rate plan charge, respectively. This will enable you to identify the same rate plan and rate plan charge in the UpdateProduct order actions.

    In this tutorial, you will use "newsub_rp_Ybt80k" as the unique token for the rate plan and "newsub_rpcharge_BE7FHe" as the unique token for the rate plan charge.

  2. Use the "Create and activate order" operation to create an order under an existing account:

    Request POST /v1/orders/
    Request Body
    {
      "orderDate": "$Today",
      "existingAccountNumber": "$AccountNum",
      "subscriptions": [
        {
          "orderActions": [
            {
              "triggerDates": [
                {
                  "name": "ContractEffective",
                  "triggerDate": "$Today"
                },
                {
                  "name": "ServiceActivation",
                  "triggerDate": "$Today"
                },
                {
                  "name": "CustomerAcceptance",
                  "triggerDate": "$Today"
                }
              ],
              "type": "CreateSubscription",
              "createSubscription": {
                "terms": {
                  "initialTerm": {
                    "startDate": "$Today",
                    "period": 36,
                    "periodType": "Month",
                    "termType": "TERMED"
                  },
                  "renewalTerms": [
                    {
                      "period": 12,
                      "periodType": "Month"
                    }
                  ],
                  "renewalSetting": "RENEW_WITH_SPECIFIC_TERM",
                  "autoRenew": true
                },
                "subscribeToRatePlans": [
                  {
                    "productRatePlanId": "$ProductRPId",
                    "uniqueToken": "newsub_rp_Ybt80k",
                    "chargeOverrides": [
                      {
                        "productRatePlanChargeId": "$ProductRPChargeId",
                        "uniqueToken": "newsub_rpcharge_BE7FHe"
                      }
                    ]
                  }
                ]
              }
            },
            {
              "triggerDates": [
                {
                  "name": "ContractEffective",
                  "triggerDate": "$YearTwo"
                },
                {
                  "name": "ServiceActivation",
                  "triggerDate": "$YearTwo"
                },
                {
                  "name": "CustomerAcceptance",
                  "triggerDate": "$YearTwo"
                }
              ],
              "type": "UpdateProduct",
              "updateProduct": {
                "uniqueToken": "newsub_rp_Ybt80k",
                "chargeUpdates": [
                  {
                    "uniqueToken": "newsub_rpcharge_BE7FHe",
                    "description": "test_description_regular",
                    "pricing": {
                      "recurringPerUnit": {
                        "listPrice": 1200
                      }
                    }
                  }
                ]
              }
            },
            {
              "triggerDates": [
                {
                  "name": "ContractEffective",
                  "triggerDate": "$YearThree"
                },
                {
                  "name": "ServiceActivation",
                  "triggerDate": "$YearThree"
                },
                {
                  "name": "CustomerAcceptance",
                  "triggerDate": "$YearThree"
                }
              ],
              "type": "UpdateProduct",
              "updateProduct": {
                "uniqueToken": "newsub_rp_Ybt80k",
                "chargeUpdates": [
                  {
                    "uniqueToken": "newsub_rpcharge_BE7FHe",
                    "description": "test_description_regular",
                    "pricing": {
                      "recurringPerUnit": {
                        "listPrice": 1400
                      }
                    }
                  }
                ]
              }
            }
          ]
        }
      ],
      "processingOptions": {
        "runBilling": false,
        "collectPayment": false
      }
    }
    

    To create the order under a new account instead of an existing account, specify the newAccount field instead of the existingAccountNumber field.

To preview invoices for the new subscription, use the "Preview order" operation.

SOAP Migration Guidance

When the Orders feature is enabled in your Zuora tenant, the SOAP API is not available. You must migrate any SOAP integrations to use the REST API instead. See Migrating From the SOAP API for the SOAP equivalent of this tutorial.

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